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Aptus Capital Advisors’s Kaiser Aluminum KALU Stock Holding History

Aptus Capital Advisors’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,355
Closed -$371K – 439
2020
Q1 		$371K Buy
5,355
+378
+8% +$35.6K 0.03% 207
2019
Q4 		$552K Buy
4,977
+819
+20% +$87.6K 0.04% 252
2019
Q3 		$412K Sell
4,158
-1,071
-20% -$101K 0.02% 289
2019
Q2 		$510K Buy
5,229
+819
+19% +$79.9K 0.07% 225
2019
Q1 		$461K Buy
4,410
+1,890
+75% +$192K 0.08% 201
2018
Q4 		$225K Buy
+2,520
New +$243K 0.06% 146

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Aptus Capital Advisors's KALU Position: Q2 2020 in Review

Aptus Capital Advisors sold out of Kaiser Aluminum (KALU) in Q2 2020, closing a stake of 5,355 shares — an estimated $371K sold.

Aptus Capital Advisors first reported a position in KALU in Q4 2018 and held it in 6 quarters. The position peaked at $552K in Q4 2019. 172 funds tracked by Wall St. Rank hold KALU as of Q2 2020.

  • Aptus Capital Advisors reported no remaining Kaiser Aluminum position as of Q2 2020 after selling out during the quarter.
  • Aptus Capital Advisors sold 5,355 Kaiser Aluminum shares in Q2 2020, an estimated $371K.
  • Aptus Capital Advisors first reported a position in Kaiser Aluminum in Q4 2018 and held it in 6 quarters.
  • Aptus Capital Advisors's Kaiser Aluminum position peaked at $552K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2020.

Based on Aptus Capital Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.